Assistant Vice President, Capital Markets

1 month ago

Boston, United States Keller Augusta Full time

Company Overview:

Our client is a real estate investment management company known for its vertically integrated platform and expertise in the multifamily sector. This organization is a people-focused investment manager with national experience in U.S. residential real estate. With over 50 years of experience, they manage approximately $30 billion in real estate assets on behalf of their global institutional clients and have grown at a ~25% CAGR over the past five years. Our client aspires to improve lives through expert capital stewardship and exceptional living experiences. Their reputation for innovation and prudence attracts residents in the U.S. and investors from across the nation and from around the globe.


Position Overview:

The Assistant Vice President, Capital Markets will be responsible for all designated tasks in support of the group's product development, capital raising and client servicing efforts for the firm’s multifamily investment vehicles across equity and debt. This will require close collaboration with portfolio managers, the investments team, asset managers, accounting, research and other functional areas of the organization to deliver compelling and accurate materials to the Firm’s investor base and maintain the group’s impressive fundraising track record.


Responsibilities:

Support new product development and corporate growth strategy

•Create internal product approval memos, business plans and Board of Directors presentations for different product initiatives

•Assist with the compilation of industry and competitive research, including assessment of market terms and conditions

•Assist with product structuring and understanding legal and tax issues

•Lead the production of Private Placement Memorandums

•Monitor competitive landscape including fund offerings and performance

•Review fund model outputs and effectively communicate results with prospective investors

•Evaluate and price potential M&A activity and other inorganic growth opportunities

•Develop excellent working relationships with all team members including joint venture partners and third parties


Support capital raising and client servicing efforts for a range of products

•Create content for marketing collateral – presentation books, investment summaries, master due diligence questionnaires, often requested due diligence items, research papers, etc. - in connection with raising capital from prospective clients for new funds

•Lead the completion of due diligence questionnaires and ad-hoc due diligence requests from prospective clients and consultants

•Complete and submit RFPs from prospective clients and consultants

•Maintain and update key corporate statistics and track record information

•Produce deliverables to respond to ongoing investor and consultant information requests.

•Assist with preparation for investor meetings and site visits

•Assist with the completion of investor and consultant information requests

•Populate and maintain online data rooms for prospective investors

•Collaborate with other teams to collect data and information for prospective investors

•Synthesize data and information received from other teams in a way that investors can understand

•Use and leverage the team’s CRM to track prospective investor communications and assess the composition of firm’s investor base


Internal support for Capital Markets initiatives

•Mentor and collaborate with other Capital Markets team members

•Deliver internal capital markets updates

•Assist in the completion of strategic area plans

•Consistently demonstrate use of tact and discretion


Knowledge/Experience:

•Minimum of 5-7 years of experience in real estate investment management

•Investment banking, real estate private equity or institutional real estate consulting background a plus

•Excellent analytical and Excel modeling skills

•Experience with CRM software

•Able to work independently, handle multiple priorities and apply good judgment

•Smart, energetic, team player with a strong work ethic and commitment to excellence

•Able to work effectively with employees and other professionals

•Demonstrate broad knowledge base and “big picture” strategic thinking

•Demonstrate self-confidence with senior management

•Demonstrate mature conduct in high pressure and sensitive situations

•Strong interest in a real estate investment management career

•Ability to grow into a management position, building teams and identifying, mentoring, and growing talent in-person and virtual

•Aptitude for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem solving

•Demonstrated multi-modal communication style that reaches every stakeholder, specifically excellent verbal and written communication

•Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic

•Proficiency and willingness to adopt new systems and processes

•Demonstrate emotional intelligence in high pressure and sensitive situations

•Ability to see, analyze and understand business dealings in terms of the overall business plan

•Tenacity, patience, and perseverance to work with business deals from beginning to end of process

•Represent the employment brand well to candidates by seeking to understand the capabilities and insights of people with unique backgrounds, cultures, styles, and abilities

•Maintain confidentiality of sensitive information and communications of information

•Develop productive working relationships with all team members including internal clients and external third parties

•Demonstrated high level of ethics and integrity with a straightforward and honest approach


Technical/Educational Requirements:

•Demonstrated advanced Excel and PowerPoint skills required

•Excellent business writing skills

•Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)

•Proficiency with computers, keyboards, monitors and telephone headsets.

•Proficiency in remainder of Microsoft Suite of Products (e.g., Word, Outlook, Teams,)

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